How do I create visibility of open and won deal in my pipeline?
Wilson Edgar Posts: 2
I have a rather different business where there are multiple steps to winning a deal.
Basically, a deal can be won at stage 4, and then over the course of the next 3 stages, it is possible to lose the deal still and or win a much bigger deal on that 7th stage.
I want to show the deal as won after the 4th stage, but I want to have my pipeline as one view all the way to the 7th.
Any suggestions on how to make that happen?
Fabrizio Nicolosi_33821 Posts: 203edited May 2021 #2
Yes you can create a filter with open and won deals together.
So you will see both in a single view.0